Cloudflare: Blistering Growth And Undervalued

Dec. 04, 2022 1:21 AM ETCloudflare, Inc. (NET)12 Comments
Deep Tech Insights profile picture
Deep Tech Insights


  • Cloudflare is a leading content delivery network (CDN) which provides fast, secure access to millions of websites globally.
  • The company reported strong financial results in the third quarter of 2022, beating both top and bottom line estimates.
  • Cloudflare's Data Localization platform is proving to be popular with customers as organizations look to store data locally in countries for regulatory reasons, privacy, and due to geopolitical pressure.
  • The stock is undervalued intrinsically and relative to historic multiples.
Exterior view of Cloudflare headquarters, San Francisco

Sundry Photography

Cloudflare (NYSE:NET) owns a network of data centers that enables it to provide web content rapidly and securely. The company's bold mission is to "build a better internet" and so far, growth has been strong. In the third quarter of 2022, Cloudflare reported solid financial

This article was written by

Deep Tech Insights profile picture
Senior Investment Analyst for Hedge Funds. Interviewed Hedge Fund Managers and CEO's. Investment Strategy: Focus on Deep Dive Valuation, G.A.R.P (Growth at a Reasonable Price). Masters in Equity Valuation, 755+ Companies Analysed.

Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Recommended For You

Comments (12)

To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.
Is this happening to you frequently? Please report it on our feedback forum.
If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.